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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
MBA
Maple-Brown Abbott
Australia
$129M -$1.84M 2 14.76% Reduced
202
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$128M +$12.7M 4 3.34% Increased
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$126M -$17.3M 13 1.2% Reduced
204
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$126M +$15.4M 3 4.68% Increased
205
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$126M -$2.32M 2 0.67% Reduced
206
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$126M -$8.04M 13 0.56% Reduced
207
Synovus Financial
Synovus Financial
Georgia
$123M -$605K 8 1.4% Reduced
208
PIM
Platinum Investment Management
Australia
$123M +$66.6M 1 4.78% Increased
209
NHAS
Novo Holdings A/S
Denmark
$121M +$110M 1 8.97% Increased
210
Addenda Capital
Addenda Capital
Quebec, Canada
$121M -$4.06M 2 5.28% Reduced
211
Zacks Investment Management
Zacks Investment Management
Illinois
$120M +$1.5M 3 1.55% Increased
212
5NCM
59 North Capital Management
Texas
$117M -$25.6M 1 13.54% Reduced
213
Hamlin Capital Management
Hamlin Capital Management
New York
$115M +$918K 1 3.97% Increased
214
ECP ControlCo
ECP ControlCo
New Jersey
$115M $0 1 26.35% Maintained
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$114M +$1.9M 10 0.62% Increased
216
AIG
American International Group
New York
$113M +$14M 17 0.73% Increased
217
Vaughan David Investments
Vaughan David Investments
Illinois
$112M +$4.19M 4 3.39% Increased
218
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$110M +$2.46M 16 0.42% Increased
219
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$110M -$32M 4 1.68% Reduced
220
Asset Management One
Asset Management One
Japan
$108M +$1.1M 8 0.48% Increased
221
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$107M +$233K 21 0.19% Increased
222
M&G Investment Management
M&G Investment Management
United Kingdom
$106M -$5.84M 3 0.47% Reduced
223
DFO
Duquesne Family Office
New York
$105M +$63.7M 3 3.76% Increased
224
Aviva
Aviva
United Kingdom
$104M -$2.97M 10 0.44% Reduced
225
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$103M +$17.8M 17 0.8% Increased